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Global X S&P 500 Catholic Values ETF
CATH

Overview Fund Activity

122 hedge funds and large institutions have $331M invested in Global X S&P 500 Catholic Values ETF in 2023 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 34 increasing their positions, 35 reducing their positions, and 8 closing their positions.

Holders
122
Holders Change
+5
Holders Change %
+4.27%
% of All Funds
1.92%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
14
Increased
34
Reduced
35
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FEG
1
Fund Evaluation Group
Ohio
$21.9M
2
CCB
2
Country Club Bank
Missouri
$2.05M
3
SC
3
Savant Capital
Illinois
$2.13M
4
Ameriprise
4
Ameriprise
Minnesota
$5.19M
5
Lido Advisors
5
Lido Advisors
California
$616K

Top Sellers

1
Truist Financial
1
Truist Financial
North Carolina
$5.58M
2
Bank of America
2
Bank of America
North Carolina
$34M
3
Morgan Stanley
3
Morgan Stanley
New York
$30.8M
4
LPL Financial
4
LPL Financial
California
$5.11M
5
Jane Street
5
Jane Street
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
OCM
101
Objective Capital Management
Ohio
$204K +$204K +3,750 New
CP
102
Capital Planning
Washington
$204K +$204K +3,720 New
HDIM
103
Hanson & Doremus Investment Management
Vermont
$178K – – –
PAI
104
Pittenger & Anderson Inc
Nebraska
$151K -$5.44K -100 -3%
CFGS
105
Concourse Financial Group Securities
Alabama
$136K – – –
CAS
106
Coppell Advisory Solutions
Texas
$107K +$107K +1,985 New
AIP
107
Ameritas Investment Partners
Nebraska
$92K +$44.4K +815 +93%
Bank Julius Baer & Co
108
Bank Julius Baer & Co
Switzerland
$79K +$79K +1,442 New
TSWM
109
Tyler-Stone Wealth Management
Ohio
$74K +$74K +1,366 New
NA
110
NewEdge Advisors
Louisiana
$46.1K -$1.03K -19 -2%
ME
111
McIlrath & Eck
Washington
$35K – – –
GEA
112
Glen Eagle Advisors
New Jersey
$32.7K – – –
EWP
113
Elevation Wealth Partners
California
$27.3K – – –
M
114
MOTCO
Texas
$20.1K -$1.25K -23 -6%
PA
115
PSI Advisors
Florida
$19.3K – – –
DI
116
Disciplined Investments
Oklahoma
$16.9K – – –
WAM
117
WFA Asset Management
Wisconsin
$14.6K – – –
NC
118
NewSquare Capital
Pennsylvania
$10.5K – – –
GWM
119
Geneos Wealth Management
Colorado
$9.26K – – –
S
120
SignatureFD
Georgia
$5.99K – – –
TCM
121
Tradewinds Capital Management
Washington
$908 – – –
ODG
122
O'Dell Group
Ohio
$387 +$387 +7 New
Jane Street
123
Jane Street
New York
– -$827K -16,482 Closed
TRCT
124
Tower Research Capital (TRC)
New York
– -$658K -13,102 Closed
Citadel Advisors
125
Citadel Advisors
Florida
– -$551K -10,985 Closed
2 3 4
5
6